Oak Harvest Financial Group

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Description

  • Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals.Our core investment philosophies revolve around dividend-growth stocks, individual bonds and various insurance services focused on providing guaranteed lifetime income, financing long term care needs and transferring wealth to future generations and charity. Oak Harvest works solely with people in or approaching retirement and provides a transparent, fee-based approach to retirement income planning and wealth preservation and growth. Investments provided through Oak Harvest Investment Services, LLC. Insurance provided by Oak Harvest Insurance Services, LLC. Investing involves risk including the possible loss or principal. Past performance isn't indicative of future results. .
  • location

    Headquarters:920 Memorial City Way Suite 150, Houston, Texas, United States

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  • Oak Harvest Financial Group phone

    Phone Number: +1 281-822-1350

  • Oak Harvest Financial Group website

    Website: https://www.oakharvestfg.com

  • Oak Harvest Financial Group employees

    Employees:16

  • Oak Harvest Financial Group revenue

    Revenue:$1 - 10M

  • Oak Harvest Financial Group legal name

    Legal Name:Oak Harvest Financial Group

  • Oak Harvest Financial Group's Social Media

    Oak Harvest Financial Group linkedin
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  • |  NAICS Code: 523120  |

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Person level website identification

CEO for Oak Harvest Financial Group

Troy Sharpe

Chief Executive Officer

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View Employees

Chris Perras

Chief Investment Officer

Jessica Cannella

Co-Founder And President

Jessica Sharpe

Co-Founder And President

Frequently Asked Questions regarding Oak Harvest Financial Group

  • Where are Oak Harvest Financial Group's Headquarters?

    Oak Harvest Financial Group's Headquarters are in 920 Memorial City Way Suite 150,Houston,Texas,United States

  • What is Oak Harvest Financial Group's phone number?

    Oak Harvest Financial Group's phone number is +1 281-822-1350

  • What is Oak Harvest Financial Group's official website?

    Oak Harvest Financial Group's official website is https://www.oakharvestfg.com

  • What is Oak Harvest Financial Group's Revenue?

    Oak Harvest Financial Group's revenue is $1 - 10M

  • What is Oak Harvest Financial Group's NAICS code?

    Oak Harvest Financial Group's NAICS code is 523120

  • How many employees are working in Oak Harvest Financial Group

    Oak Harvest Financial Group has 16 employees

  • What is Oak Harvest Financial Group's Industry?

    Oak Harvest Financial Group is in the industry of Financial Services

  • Who is Oak Harvest Financial Group's CEO?

    Oak Harvest Financial Group's CEO is Troy Sharpe

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